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Senior Transfers Analyst

Senior Transfers Analyst

Posted 4 April by HRC Recruitment. Easy Apply Ended

Senior Transfers Analyst - Edinburgh - Competitive Salary

I am working on a new and exciting opportunity for an experienced Senior Transfers Analyst to join a leading Investment Banking group in Edinburgh city centre. With a competitive and negotiable salary and benefits package on offer for the right candidate.

This is a fantastic time to join a forward thinking, innovative and exciting workplace who have their employees and customers at the heart of everything they do. This firm encourages a supportive and family environment, where their employees work hard and are rewarded with career progression paths and learning and development.

Overview of Senior Transfers Analyst role:

Responsible for management of assets transferring on and off the company’s platform.

Role Responsibilities

  • To transfer platform holdings in and out of custody on a daily basis.
  • Issuing Stock Transfer Forms to Fund Managers.
  • Working with Electronic Transfer Solutions for Re-Registration
  • Ensure all accounts held by the company’s Nominees Ltd reflect accurate Transfer positions.
  • Ensure that all platform assets are re-registered within KPI & SLA timeframes.
  • Perform investigation on Transfer In and Out requests.
  • Managing Pension Cash Transfers for both manual and electronic requests.
  • Agree Trade & Settlement with counterparties and submitting requests to Broker/Crest.
  • Support inbound calls from Corporate Clients and Plan Managers
  • Report team MI on a daily basis.


  • Working to multiple cut offs, often with tight deadlines
  • Ability to work accurately and efficiently under pressure
  • Qualifications: FS Industry recognised qualifications- IOC, Investment Certificate or CFA or working towards.
  • Experience: 1 plus years in a similar role.
  • Crest Settlement experience would be beneficial

Contact Neil Greene at HRC Financial Service Scotland

HRC Recruitment acts as both an employment business and an employment agency

Reference: 34828146

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